Who owns Wisdomtree Mortgage Plus Bond Fund etf?

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Analyze quarterly positions in Wisdomtree Mortgage Plus Bond Fund etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Wisdomtree Mortgage Plus Bond Fund etf stock

Who bought or sold Wisdomtree Mortgage Plus Bond Fund etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Invenio Wealth Partners 188k $8.4M 3% Dec 2025
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IHT Wealth Management 184k $8.2M 6% Dec 2025
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LPL Financial 130k $5.8M 34% Dec 2025
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Atria Investments 126k $5.6M -8% Dec 2025
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Vericrest Private Wealth 108k $4.8M 100% Dec 2025
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Insight Advisors, LLC/ PA 97k $4.3M 1% Dec 2025
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Mariner Wealth Advisors 72k $3.2M 100% Dec 2025
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Nbc Securities 59k $2.6M 11% Dec 2025
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Jane Street 51k $2.3M 68% Dec 2025
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Oxinas Partners Wealth Management 49k $2.2M 5% Mar 2026
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RFG Advisory 44k $2.0M 2% Dec 2025
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WealthPoint Financial 39k $1.7M 100% Dec 2025
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EJMK Ventures 33k $1.5M 100% Dec 2025
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Raymond James Financial 32k $1.4M 13% Dec 2025
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Concurrent Investment Advisors 26k $1.2M 1% Dec 2025
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Harbour Investments 26k $1.1M 14% Dec 2025
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Armis Advisers 23k $1.0M 100% Dec 2025
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Private Advisor 17k $757k 11% Dec 2025
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Vestmark Advisory Solutions 15k $646k 1% Dec 2025
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Envestnet Asset Management 14k $643k -3% Dec 2025
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Empirical Asset Management 9.6k $427k -11% Dec 2025
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Cetera Investment Advisers 9.1k $407k -51% Dec 2025
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Wealthcare Advisory Partners 7.8k $349k 16% Dec 2025
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REAP Financial Group 7.1k $316k 0% Dec 2025
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Golden State Equity Partners 6.6k $292k 37% Dec 2025
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Beacon Financial Advisory 6.6k $292k -25% Dec 2025
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Gateway Wealth Partners 5.9k $261k 12% Dec 2025
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Bank of New York Mellon 5.6k $251k 8% Dec 2025
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Summit Financial 5.1k $229k -5% Dec 2025
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Centaurus Financial 4.0k $178k 8% Dec 2025
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Evolution Wealth Management 2.9k $129k -19% Dec 2025
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CoreCap Advisors 2.7k $121k -2% Mar 2026
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Aptus Capital Advisors 2.0k $89k 100% Dec 2025
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Creative Financial Designs 315.00 $14k 0% Dec 2025
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IFP Advisors 167.00 $7.4k -25% Dec 2025
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DHJJ Financial Advisors 22.00 $973.000600 0% Mar 2026
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Smartleaf Asset Management 5.00 $232.000000 0% Dec 2025
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FMR 1.00 $45.000000 0% Dec 2025
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Wells Fargo & Company 0 $0 -100% Dec 2025
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Who sold out of Wisdomtree Mortgage Plus Bond Fund etf?

Fund or Company Name Date Sold Shares Held Valued At
ORG Partners Sep 2025 6.2k $275k